Hourly Rates $350-375/hour
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I was referred to Ms. Sundberg to review a Trust Fund that was set up by my father before he passed away. She was very prompt, concise, courteous and professional. She explained the nature of the Trust and, unfortunately, the failings of the Trust. She provided advice that will be very helpful going forward. I was very pleased with her approach to the issue at hand and the advice she provided.
Living in another part of Florida and needing a second opinion from an experienced trust litigator I contacted Ms. Sundberg. Since I am involved in a trust but am not the grantor, the local attorney who created the trust had been (rightly so) keeping me a bit at arms length.
Ms. Sundberg was available to take my call and did. She listened patiently while I explained my situation and questions regarding the trust, and my concerns about what might cause an adverse decision to the trust and myself should it be challenged. She then very calmly, but obviously from a place of experience, gave me her take on the pitfalls I might encounter. Importantly, she clearly differentiated between those items and courses of action that were middle of the road and safe and those that might be at the edge of the road and could go either way should the trust go to litigation. That distinction was hugely helpful.
Finally, much like the character in "Miracle on 34th Street" who advises a Macy's customer who couldn't find the item they were looking for at Macy's that they could find it at Gimbels, she pointed out that an attorney who was certified in elder law and practiced in my geographic area would be the best attorney to consult for my remaining questions, since that is where the trust would be litigated if it came to that. Zimmerman Kiser Sutcliffe is lucky to have her and anyone who needs her assistance in her area of expertise cannot do better.